After your documents are complete you can send to your clients in two ways: either send for review, or request client signatures. In GIC, agents can restrict a client's ability to sign until necessary — minimizing the risk of a client signing prematurely or executing multiple offers. Until you explicitly request signatures, the document will remain locked and read-only.

1. Share Docs for Review

1. Click 'Share Docs with Clients'

2. Select which documents you would like to email your clients.

3. Click Send.

4. Your client will receive an email with a link to each document individually for review. If you make an update on the document, your client just needs to refresh their page and the change will be reflected.

2. Request Client Signatures

1. Once you are ready for your client to sign, click 'Request Client Signatures'.

2. Select the documents you want your clients to sign.

3. Click Send.

4. Your client will receive an email with links to each document and instructions on how to sign. If there are fields they need to fill in they'll be able to do so before signing.

5. You will receive an email once your client has signed each document.

3. What Does My Client Receive / See?

When you request signatures from your client:

When you share docs for review (read-only):

Next Lesson — Sign Documents as the Buyer's Agent →